Customer Service Representative
My Senior Health Plan
Help Seniors Make Confident Medicare Decisions Do you love helping people and making a real difference every day? At My Senior Health Plan , we're more than an insurance agency. We're a trusted guide for seniors navigating some of the most important healthcare decisions of their lives. As a Customer Service Representative , you'll be a vital part of that mission, providing compassionate support, ensuring a seamless enrollment experience, and helping clients feel informed and confident every step of the way. If you're a people-first professional who enjoys solving problems, building relationships, and delivering exceptional service, we'd love to meet you.
Why You'll Love Working Here Make a meaningful impact by helping seniors access the healthcare coverage they need. Join a supportive team that values collaboration, positivity, and personal growth. Build a career, not just a job with comprehensive training and advancement opportunities. Enjoy competitive pay and exceptional benefits designed to support your health, financial future, and work-life balance.
What You'll Do As a Customer Service Representative, you'll be the friendly and knowledgeable voice our clients rely on throughout their Medicare journey.
Your responsibilities will include:
Required Qualifications
Benefits Include:
Our Core Values
Why You'll Love Working Here Make a meaningful impact by helping seniors access the healthcare coverage they need. Join a supportive team that values collaboration, positivity, and personal growth. Build a career, not just a job with comprehensive training and advancement opportunities. Enjoy competitive pay and exceptional benefits designed to support your health, financial future, and work-life balance.
What You'll Do As a Customer Service Representative, you'll be the friendly and knowledgeable voice our clients rely on throughout their Medicare journey.
Your responsibilities will include:
- Providing outstanding customer support by phone and email.
- Answering client questions with empathy, professionalism, and accuracy.
- Conducting verification, enrollment, and follow-up calls.
- Processing insurance applications and maintaining accurate client records in our CRM HubSpot.
- Tracking application status and coordinating with insurance carriers to ensure timely service.
- Preparing enrollment materials and client documentation.
- Supporting our licensed agents and sales team with client outreach and administrative tasks.
- Creating a positive, stress-free experience for every client interaction.
Required Qualifications
- High school diploma or GED and at least one year of customer service or administrative experience, or an associate degree.
- Strong verbal and written communication skills.
- Excellent organizational and multitasking abilities.
- Comfortable learning new technology and CRM systems.
- A positive attitude and passion for helping others.
- Bachelor's degree.
- Bilingual in Spanish, Mandarin/Cantonese, or Korean .
- Experience with Salesforce, HubSpot, or other CRM platforms.
- Experience in insurance, healthcare, Medicare, or senior services.
Benefits Include:
- Medical, dental, and vision insurance
- Company-paid life and disability coverage
- Voluntary supplemental benefits
- 401(k) with up to a 4% company match
- Profit sharing program (3%-7% of base pay )
- Paid vacation and sick time
- Paid company holidays
- The entire week of Christmas off
- Ongoing professional development and career advancement opportunities
Our Core Values
- Client-Centric Service - We put clients first in everything we do.
- Integrity - We do the right thing, even when no one is watching.
- Positivity - We bring optimism and solutions to every challenge.
- Growth Mindset - We embrace learning, innovation, and continuous improvement.
- Ability to remain seated and work on a computer for extended periods.
- Ability to communicate effectively via telephone and video conferencing.
- Ability to thrive in a fast-paced, client-focused environment while maintaining professionalism and accuracy.
Vacancy posted more than 2 months ago
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